…Or so I thought

I am deeply entrenched in the world of Wealth Psychology and High Performance, Family Governance Consulting and Succession Consulting.

Offering unparalleled expertise in supporting the UHNW in healing their relationship with Self, Wealth and Family through my private coaching , exclusive wealth retreats, intensives, and global speaking engagements.

When clients invite me into their world—whether to speak to their exclusive circles or to guide them through personal coaching—it’s because I have emerged as the preeminent choice for coaching, advising, mentoring, and leading the elite of the elite: high-net-worth and ultra-high-net-worth individuals, families, and corporations.

…Or so I thought.

My expertise lies in skillfully navigating the non-financial challenges that accompany extraordinary achievements, wealth, and the transfer of affluence.

I adopt a comprehensive, holistic, and integrative approach to enhance the overall well-being of UHNW individuals and families.

Whether I’m serving as a Consigliere or working with an entire family unit, my role is to help my clients focus on both the internal and external aspects of their lives, enriching their relationships with money, success, and themselves.

But there’s something I’ve often downplayed—something that’s been the most compelling aspect of my work, the very thing that draws multi-millionaires, billionaires and Royals to me.

It’s the one thing I’m asked about most.

It’s the one thing that sets my work apart.

It’s the one thing I’ve kept in the shadows for too long.

I am a Spiritual Confidante and Oracle for HNW and UHNW individuals and families.

The spiritual dimension is a significant part of the work I do, and it’s what makes my approach so potent.

It’s why clients who’ve spent years and years in traditional therapy with little to show for it come to me and experience life-altering transformations in just one year or less.

I’ve often led with the tangible aspects of my work.

In the world of family offices, legacy businesses, venture capital, hedge funds, founders, trust funds, high-stakes investments, philanthropic mega-endeavors, and big finance, it’s easy to believe you must stay on the straight and narrow.

Intangible and ethereal topics might seem out of place.

But that’s simply not true.

Because beneath all that is tangible lies a curiosity and reverence for the intangible... for the spiritual side of life and business.

These are the conversations happening behind very wealthy closed doors.

This is part of the reason why UHNW individuals and families seek my guidance.

And this is a part of me that I am no longer willing to shy away from.

In a world where wealth and success are often measured by only tangible outcomes, I stand as a testament to the power of the intangible, guiding the world’s most elite to profound transformation and success on a level that defies the ordinary.

This is who I am.

And this is the work I do.